OFALX vs. NEIMX

Last updated Aug 1, 2026

OFALX (Olstein All Cap Value Fund) and NEIMX (Neiman Large Cap Value Fund) are both Large Cap Value Equities funds. Their correlation of 0.83 means they have usually moved in the same direction. OFALX charges 2.15%/yr vs 1.46%/yr for NEIMX.

Performance

OFALX vs. NEIMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Olstein All Cap Value Fund (OFALX) and Neiman Large Cap Value Fund (NEIMX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

OFALX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

NEIMX

• 1D: 1.55%
• 1M: 2.10%
• 6M: 11.59%
• YTD: 19.10%
• 1Y: 32.30%
• 3Y*: 17.85%
• 5Y*: 11.94%
• 10Y*: 10.32%
• ALL TIME*: 7.91%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
NEIMX Neiman Large Cap Value Fund	$0.00	$0.00	$0.00

OFALX vs. NEIMX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
OFALX Olstein All Cap Value Fund	7.06%	7.07%	8.94%	11.39%	-19.24%	25.52%	10.01%	31.54%	-11.04%	14.30%
NEIMX Neiman Large Cap Value Fund	19.10%	18.68%	13.50%	6.15%	-5.16%	23.85%	-5.97%	23.49%	-9.76%	19.00%

Correlation

The correlation between OFALX and NEIMX is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.57
Correlation (3Y) Balances recent behavior with more history.	0.70
Correlation (5Y) Shows whether the relationship held over a longer period.	0.79
Correlation (10Y) Provides a long-term view across more market conditions.	0.82
Correlation (All Time) Calculated using the full available price history since Mar 31, 2003	0.83

Over the past year, the correlation between OFALX and NEIMX has dropped to 0.57 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.

Return for Risk

OFALX vs. NEIMX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

OFALX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

NEIMX

NEIMX Risk / Return Rank: 95
NEIMX Sharpe Ratio Rank: 96
NEIMX Sortino Ratio Rank: 93
NEIMX Omega Ratio Rank: 90
NEIMX Calmar Ratio Rank: 97
NEIMX Martin Ratio Rank: 97

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

OFALX vs. NEIMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Olstein All Cap Value Fund (OFALX) and Neiman Large Cap Value Fund (NEIMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	OFALX	NEIMX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.72	—
Sortino ratio: Return per unit of downside risk	—	3.74	—
Omega ratio: Gain probability vs. loss probability	—	1.49	—
Calmar ratio: Return relative to maximum drawdown	—	5.28	—
Martin ratio: Return relative to average drawdown	—	21.01	—

Drawdowns

Drawdown Indicators

	OFALX	NEIMX	Difference
Max Drawdown Largest peak-to-trough decline	—	-92.94%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-5.75%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-92.94%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-92.94%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-92.94%	—
Current Drawdown Current decline from peak	—	-88.82%	—
Average Drawdown Average peak-to-trough decline	—	-11.05%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.45%	—

Volatility

Volatility by Period

	OFALX	NEIMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.79%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.53%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	11.18%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	576.53%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	407.62%	—

OFALX vs. NEIMX - Expense Ratio Comparison

OFALX has a 2.15% expense ratio, which is higher than NEIMX's 1.46% expense ratio.

Dividends

OFALX vs. NEIMX - Dividend Comparison

OFALX's dividend yield for the trailing twelve months is around 7.99%, more than NEIMX's 0.70% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
NEIMX Neiman Large Cap Value Fund	0.70%	0.76%	1.10%	1.36%	3.60%	17.65%	1.20%	2.26%	1.20%	6.64%	10.20%	4.19%
OFALX Olstein All Cap Value Fund	7.99%	8.56%	11.24%	0.13%	10.61%	19.70%	0.18%	6.55%	11.05%	6.08%	0.22%	17.34%

Frequently Asked Questions

Can I hold both OFALX and NEIMX in my portfolio?

OFALX and NEIMX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.